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市場調查報告書
商品編碼
1569853
2030 年先進電池材料市場預測:按材料類型、電池類型、應用、最終用戶和地區進行的全球分析Advanced Battery Materials Market Forecasts to 2030 - Global Analysis By Material Type, Battery Type, Application, End User and By Geography |
根據 Stratistics MRC 的數據,預測期內全球先進電池材料市場將以 7.8% 的複合年成長率成長。
高性能電池採用先進的電池材料,這些材料是旨在提高能源儲存容量、效率、安全性和耐用性的特定化合物。其中包括用於二次電池的鋰基化合物、用於固態電池的固體電解質、由石墨烯和其他碳材料製成的電極材料,以及用於高能應用(包括陰極材料)的鎳、錳和鈷。這些材料需要更高的功率密度、更快的充電速度和更長的電池壽命,對於電動車、可再生能源發電和消費性電子產品等新一代能源儲存系統系統至關重要。
根據 IBEF 的數據,截至 2020 年,全球消費性電子市場價值為 4,261 億美元。隨著遊戲產業的快速發展,技術進步可能會推動消費性電子市場的發展。
電動車 (EV) 需求不斷成長
隨著電動車(EV)的快速普及,人們對高性能電池(尤其是鋰離子電池)不斷成長的需求需要石墨、鈷、鎳和鋰等先進材料來滿足。上述要求可能會引起人們對供應鏈動態的擔憂,特別是在地緣政治風險多發的地區,這可能會在採購關鍵零件方面造成瓶頸和漏洞。
關鍵原料供應有限
一些國家鋰、鈷和鎳等重要原料的供應有限,導致供應鏈脆弱,導致生產中斷、原料短缺和價格上漲。這種干擾可能會阻礙製造商滿足日益成長的電池需求,特別是隨著電動車的普及加速。供應有限加劇了價格波動,使電池製造商難以維持穩定的價格並阻礙對新技術的投資。
擴大可再生能源儲存系統
太陽能和風能等再生能源來源的日益普及增加了對高效能能源儲存解決方案的需求。這種需求正在推動電池材料和化學品的技術進步,企業投資新材料以實現更高的能量密度、更快的充電和更高的安全性。正在研究鈉離子電池、鎂離子電池和金屬空氣電池等替代材料,以促進市場成長。
回收和處置挑戰
電池(尤其是鋰離子電池)的回收過程複雜、昂貴、涉及多個步驟,並帶來重大的環境和健康風險。高成本會阻礙對回收技術和設施的投資,並限制回收材料的使用。此外,包括重金屬和酸在內的危險廢棄物管理可能會使回收工作複雜化,並導致嚴格的法規,為公司進入或擴大回收市場設置障礙。
COVID-19 大流行擾亂了供應鏈並減少了需求,對先進電池材料市場產生了負面影響。由於製造業停工和旅行限制,電池出貨量大幅下降,預計 2020 年對汽車製造商的出貨量將下降 14%。經濟不確定性抑制了消費者在電動車和電子設備上的支出,進一步加劇了需求萎縮。
預計正極材料領域在預測期內將是最大的
預計在預測期內,正極材料的需求量最大。聚陰離子氧化物、尖晶石氧化物和層狀氧化物是提高鋰離子電池(LIB)能量密度的先進正極材料的例子。因此,由於工作電壓和比容量的增加,對改進電池材料的需求不斷增加。此外,磷酸鋰鐵(LFP)等正極材料固有的熱穩定性提高了安全性。透過塗層和摻雜可以實現進一步的穩定性,這應該會增強消費者信心並刺激市場擴張。
鋰離子電池(Li-ion)產業預計在預測期內複合年成長率最高
由於電動車和可再生能源儲存系統的成長推動對石墨、鈷、鎳和鋰等關鍵材料的需求急劇增加,鋰離子電池(Li-ion)產業將在預測期內成長。率預計在此期間最高。這加速了電池材料和化學的技術進步,包括先進正極和負極材料的開拓,促進了市場成長。
預計北美在預測期內將佔據最大的市場佔有率。這是因為有利的政府政策、稅收優惠和旨在減少溫室氣體排放的措施正在改善市場環境。例如,增加國內鋰開採的協議將增強當地產能並支援電池供應鏈。此外,大學、研究機構和產業參與者之間的合作對於這些領域的技術進步、促進市場成長至關重要。
亞太地區預計將在預測期內呈現最高成長率,因為該地區是主要電池製造商和技術創新者的所在地,尤其是中國、日本和韓國等國家。在電動車(EV)和可再生能源系統大量投資的推動下,這些國家在鋰離子電池生產方面處於領先地位。
According to Stratistics MRC, the Global Advanced Battery Materials Market is growing at a CAGR of 7.8% during the forecast period. High-performance batteries employ advanced battery materials, which are specific compounds designed to improve energy storage capacity, efficiency, safety, and durability. These include compounds based on lithium for use in rechargeable batteries, solid electrolytes for use in solid-state batteries, electrode materials made of graphene and other carbon materials, and cathode materials including nickel, manganese, and cobalt for use in high-energy applications. These materials, which need higher power density, faster charging, and longer battery life, are essential for next-generation energy storage systems like electric cars, renewable energy storage, and consumer electronics.
According to IBEF, the global consumer electronics market is worth USD 426.1 billion as of 2020. Advancement in technology, along with rapid development in the gaming industry, is likely to drive the consumer electronics market.
Growing demand for electric vehicles (EVs)
Advanced materials including graphite, cobalt, nickel, and lithium are needed to meet the increasing demand for high-performance batteries, particularly lithium-ion batteries, which are being fueled by the fast uptake of electric vehicles (EVs). The aforementioned demand may give rise to supply chain dynamics concerns, which may result in bottlenecks and vulnerabilities when sourcing vital components, particularly in regions that are vulnerable to geopolitical risks.
Limited availability of critical materials
The limited availability of essential materials like lithium, cobalt, and nickel in a few countries creates supply chain vulnerabilities, leading to production interruptions, material shortages, and increased prices. These disruptions can hinder manufacturers from meeting rising demand for batteries, especially as electric vehicle adoption accelerates. Price volatility, exacerbated by limited availability, can make it difficult for battery manufacturers to maintain stable pricing, potentially deterring investment in new technologies.
Expansion of renewable energy storage systems
The growing adoption of renewable energy sources like solar and wind power has led to a growing demand for efficient energy storage solutions. This demand has prompted technological advancements in battery materials and chemistries, with companies investing in new materials for higher energy densities, faster charging, and improved safety. Alternative materials like sodium-ion, magnesium-ion, and metal-air batteries are being explored which encourages the growth of the market.
Recycling and disposal challenges
The recycling process for batteries, especially lithium-ion batteries, is complex and expensive, involving multiple stages and posing significant environmental and health risks. High costs can deter investment in recycling technologies and facilities, limiting the availability of recycled materials. Additionally, hazardous waste management, including heavy metals and acids, can lead to stringent regulations complicating recycling efforts and creating barriers for companies entering or expanding the recycling market.
The COVID-19 pandemic negatively impacted the advanced battery materials market by disrupting supply chains and reducing demand. Manufacturing shutdowns and travel restrictions led to a significant decline in battery shipments, with projections indicating a 14% decrease in shipments to automakers in 2020. Economic uncertainty curtailed consumer spending on electric vehicles and electronics, further exacerbating demand shrinkage.
The cathode materials segment is expected to be the largest during the forecast period
The cathode materials is expected to be the largest during the forecast period. Polyanion oxides, spinel oxides, and layered oxides are examples of cathode materials that have advanced, improving the energy density of lithium-ion batteries (LIBs). As a result, there is an increased need for improved battery materials due to greater operating voltages and particular capacities. Furthermore, the intrinsic thermal stability of cathode materials such as lithium iron phosphate (LFP) improves safety. Additional stability can be achieved by coatings and doping, which will increase consumer trust and spur market expansion.
The lithium-ion batteries (Li-ion) segment is expected to have the highest CAGR during the forecast period
The lithium-ion batteries (Li-ion) segment is expected to have the highest CAGR during the forecast period owing to the demand for key materials like graphite, cobalt, nickel, and lithium in Li-ion batteries has surged due to the growth of electric vehicles and renewable energy storage systems. This has fueled technological advancements in battery materials and chemistries, including the development of advanced cathode and anode materials, contributing to the market's growth.
North America is expected to have the largest market share over the projection period owing to the favourable government policies, tax incentives, and initiatives aimed at reducing greenhouse gas emissions are enhancing the market landscape. For instance, agreements to increase domestic lithium mining will bolster local production capabilities, supporting the battery supply chain. Moreover collaborations between universities, research institutions, and industry players are crucial for advancing technology in these sectors are boosting the growth of the market.
Asia Pacific is anticipated to witness the highest rate of growth during the forecast period as it is home to major battery manufacturers and technological innovators, particularly in countries like China, Japan, and South Korea. These nations are leading in the production of lithium-ion batteries, driven by significant investments in electric vehicles (EVs) and renewable energy systems.
Key players in the market
Some of the key players in Advanced Battery Materials market include GS Yuasa Corp., Pathion, Inc., PolyPlus Battery Company Inc, Oxis Energy Ltd, Samsung SDI Co. Ltd., Sion Power Corp, LG Chem Ltd, Siemens, Enerdel, Inc., Saft Groupe SA, Albemarle, Gen Feng Lithium Co Ltd, Norlisk Nickel, Teck Resource, Livent Corporation and Glencore Plc.
In September 2024, Merck and siemens entered into strategic partnership on digital transformation technology. Memorandum of Understanding signed to drive digital transformation through strategic projects across all three business sectors of Merck
In September 2024, Siemens agreed to acquire Trayer Engineering Corporation to broaden product portfolio for grid modernization. Siemens strengthens its electrification portfolio with the addition of padmount and submersible switchgear
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.